KKM Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

KKM Financial’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.06M	Sell	33,753 -10,554	-24%	-$938K	0.42%	72
2026 Q1	$4.68M	Hold	44,307	–	–	0.83%	54
2025 Q4	$4.68M	Sell	44,307 -2,451	-5%	-$269K	0.83%	54
2025 Q3	$5.38M	Buy	46,758 +1,397	+3%	+$155K	1.69%	15
2025 Q2	$4.99M	Sell	45,361 -3,885	-8%	-$384K	1.74%	13
2025 Q1	$4.56M	Sell	49,246 -627	-1%	-$61.9K	1.93%	7
2024 Q4	$5.06M	Buy	49,873 +10,902	+28%	+$1.08M	2.11%	7
2024 Q3	$3.48M	Sell	38,971 -3,768	-9%	-$323K	1.72%	12
2024 Q2	$3.82M	Sell	42,739 -3,204	-7%	-$263K	1.81%	9
2024 Q1	$3.92M	Buy	45,943 +16,568	+56%	+$1.4M	1.91%	8
2023 Q4	$2.38M	Buy	+29,375	New	+$2.17M	1.5%	17

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KKM Financial's IGV Position: Q2 2026 in Review

KKM Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q2 2026, selling an estimated $938K and leaving 33,753 shares worth $3.06M. The position accounts for 0.42% of the portfolio, ranked #72.

KKM Financial first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.38M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

KKM Financial held 33,753 shares of iShares Expanded Tech-Software Sector ETF worth $3.06M as of Q2 2026.
KKM Financial sold 10,554 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $938K.
iShares Expanded Tech-Software Sector ETF made up 0.42% of KKM Financial's portfolio in Q2 2026, its #72 holding.
KKM Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares Expanded Tech-Software Sector ETF position peaked at $5.38M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.